Archive for the ‘David Barnes’ Category
Friday, May 2nd, 2008
by David Barnes, Vice President, Strategic Analysis
Several news stories and our own survey of Q1’08 panel shipment results suggest a new trend in the LCD TV supply chain.
Wistron (TPE 3231, sales of $8,842 million in 2007) intends to acquire inventory, equipment, intellectual property and personnel associated with PC monitor assembly from ...
Posted in Authors, David Barnes, Desktop Monitors, Economics, Suppliers, Technology | No Comments »
Thursday, April 17th, 2008
by David Barnes, Vice President, Strategic Analysis
If I read the numbers correctly, TV makers plan to sell 29% more 32” and 37” LCD TV sets this year than last year. Sounds good, but what about notebook PC and LCD monitor makers’ plans to sell 11% more units? Don’t PC and ...
Posted in Authors, David Barnes, Economics, TVs | No Comments »
Tuesday, April 15th, 2008
by David Barnes, Vice President, Strategic Analysis
If I read the news correctly, commercial real estate and the regional “thrifts” that provide most of the loans for the empty office buildings and retail blocks I notice driving around Austin may be the next shoe to drop. According to its fiscal 2007 ...
Posted in David Barnes, Economics, Retail, TVs | No Comments »
Friday, April 4th, 2008
by David Barnes, Vice President, Strategic Analysis
OK, I know you were expecting me to blog on “Helicopter Ben Plays Whack-A-Thon.” I almost did. Lucky for you, I discovered a more interesting topic with an equally catchy title.
At our US FPD Conference, I was impressed by a keynote from Dr. Chung ...
Posted in David Barnes, Technology | No Comments »
Wednesday, December 12th, 2007
By David Barnes, VP, Strategic Analysis
Clients of DisplaySearch, particularly those in Asia, have been asking us about the so-called sub-prime mortgage crisis and what it means for the flat panel industry. While I am flattered to be chosen as the company’s speaker on this subject, I wonder how to do ...
Posted in Authors, David Barnes, Economics | No Comments »
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